LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026)

LPL Financial Holdings (LPLA) recorded quarterly Enterprise Value of -$1.0 billion in Q1 2026, up 1.25% quarter-over-quarter from -$1.0 billion in Q4 2025, and up 16.66% on a YoY basis from -$878.2 million in Q1 2025.

LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026) Analysis & Trends

LPL Financial Holdings' Enterprise Value history runs 18 years deep, the most recent figure standing at -$1.0 billion for Q1 2026.

  • In Q1 2026, Enterprise Value rose 16.66% year-over-year to -$1.0 billion; the TTM figure through Mar 2026 stood at -$1.0 billion (up 16.66% YoY), while the FY2025 annual figure was -$1.0 billion, down 7.27% from the prior year.
  • Enterprise Value was -$1.0 billion for Q1 2026 at LPL Financial Holdings, up from -$1.0 billion in the prior quarter.
  • In the past five years, Enterprise Value ranged from a high of -$465.7 million in Q4 2023 to a low of -$4.2 billion in Q2 2025.
  • Historically, Enterprise Value has averaged -$1.2 billion across 5 years, with a median of -$1.0 billion in 2026.
  • The sharpest annual moves came in 2023 and 2025: Enterprise Value surged 53.47% in 2023, then tumbled 217.34% in 2025.
  • A 5-year view of Enterprise Value shows it stood at -$847.5 million in 2022, then surged by 45.05% to -$465.7 million in 2023, then plunged by 107.67% to -$967.1 million in 2024, then slipped by 7.27% to -$1.0 billion in 2025, then gained by 1.25% to -$1.0 billion in 2026.
  • The last three Enterprise Value figures came in at -$1.0 billion (Q1 2026), -$1.0 billion (Q4 2025), and -$1.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Enterprise Value (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn - -268,003.51
2 Morgan Stanley 349.82 Bn 216.29 Bn - -133.53 Bn
3 Goldman Sachs 333.85 Bn -603.70 Bn - -937.55 Bn
4 Schwab Charles 160.31 Bn 115.33 Bn - -44.98 Bn
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn -4.64 Bn
6 Interactive Brokers 42.79 Bn 53.38 Bn - 10.59 Bn
7 LPL Financial Holdings 23.54 Bn 22.51 Bn - -1.02 Bn
8 Tradeweb Markets 21.20 Bn 19.96 Bn - -1.25 Bn
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn -2.21 Bn
10 Circle Internet 19.67 Bn 18.16 Bn 35.01 Mn -1.52 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 -1.02 Bn
Dec 31, 2025 -1.04 Bn
Sep 30, 2025 -1.34 Bn
Jun 30, 2025 -4.19 Bn
Mar 31, 2025 -1.23 Bn
Dec 31, 2024 -967.08 Mn
Sep 30, 2024 -1.47 Bn
Jun 30, 2024 -1.32 Bn
Mar 31, 2024 -1.10 Bn
Dec 31, 2023 -465.67 Mn
Sep 30, 2023 -799.21 Mn
Jun 30, 2023 -761.19 Mn
Mar 31, 2023 -469.79 Mn
Dec 31, 2022 -847.52 Mn
Sep 30, 2022 -1.22 Bn
Jun 30, 2022 -700.40 Mn
Mar 31, 2022 -1.01 Bn
Dec 31, 2021 -495.25 Mn
Sep 30, 2021 -1.01 Bn
Jun 30, 2021 -936.89 Mn